Client portals
A branded, secure portal linked to your project data gives clients real-time visibility into their build's progress, photos, and timeline. You control exactly what they see.
The problem
A custom home is the largest investment most clients will ever make. Of course they want updates. The problem is that every text and call you answer is 10 minutes you're not managing the build.
Client portals don't eliminate the relationship. They replace the anxiety calls. When clients can see progress themselves, they only reach out when they have something real to discuss.
"Where are we in the framing phase?"
The client texted you at 6:47pm. You were on another job. You'll answer tomorrow. But they asked because they don't have visibility.
Update emails take 30 minutes to write
Photo selection, progress summary, next steps: drafted, checked, sent. Multiply by the number of active jobs and it's most of a Friday.
Verbal progress claims become liability
You said framing would be done by the 15th. It wasn't. The client remembered. There's no record of the conversation either way.
What clients see
The portal shows what matters to a homeowner: where the build is, what just happened, and what's coming next. Financial details, sub contacts, and internal data stay private.
Phase-by-phase progress
Every phase of the build with a clear completion percentage. No jargon. They see exactly how far along their home is.
Job site photos
Field photos organized by phase. Homeowners see what was uploaded this week, without digging through a shared Google Photos folder.
Key milestones and dates
Expected phase completions and major milestones, visible before the client asks. Dates reflect the current project schedule.
Budget visibility (optional)
You choose whether to share budget progress. If enabled, clients see approved draw amounts against their contract total.
How access works
Token-based, no account required
Clients access their portal via a secure, time-bound link. No username, no password, no account to create. The link works for the duration you set, typically the life of the project.
You control what's visible
Budget, specific budget line items, sub contact information: all configurable. Clients see the progress view by default. You unlock additional visibility as appropriate for each project.
Revocable any time
When the project closes, or if the relationship changes, you revoke the link from the dashboard. The portal goes dark immediately. No admin required on the client's end.
Your brand, not Builtly's
The portal shows your company name and colors, not a generic platform. To the homeowner, it looks like something you built for them.
Get started
Portals activate in under a minute. Start with one project and see what it does to your Friday afternoon.
Apply for Early AccessNo credit card required. We onboard you personally.